Paraplanner | Harrow | Up to £50,000 | Hybrid Working | Route to Adviser
About the role
A well-established and growing Independent Financial Advice firm in Harrow is looking to recruit a Diploma-qualified Paraplanner to join their friendly and supportive team.
This is an excellent opportunity for a technically strong paraplanner who is looking not only to develop their expertise, but also to progress towards an Adviser role in the future.
The Role
You will play a key role in supporting the advisers, helping to deliver high-quality, compliant financial planning advice to a loyal client base.
Key responsibilities include:
- Preparing detailed suitability reports and recommendations
- Conducting research and analysis across pensions, investments, and protection
- Assisting with cashflow modelling and financial planning strategies
- Liaising with advisers, administrators, and providers
- Supporting the end-to-end advice process
Why This Role Stands Out
- Clear route to Adviser – the firm actively supports and develops paraplanners into client-facing roles
- Supportive, close-knit team – you’ll be part of a collaborative environment where your development is prioritised
- Exposure to high-quality advice work with experienced advisers...
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